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SMLKX vs VSMAX
SMLKX vs VSMAX Comparison
Open Charts SMLKX vs VSMAX
Shelton S&P Smallcap Index K
Price$21.29
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets53.99M
Vanguard Small Cap Index Admiral Shares
Price$130.42
Change+$7.86 (+6.41%)
VolumeN/A
Net Assets162.31B
SMLKX vs VSMAX Comparison Chart in %
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SMLKX vs. VSMAX commentary
Feb 04, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SMLKX is a Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. SMLKX (54M). VSMAX pays higher dividends than SMLKX: VSMAX (1.27) vs SMLKX (0.38). SMLKX was incepted earlier than VSMAX: SMLKX (22 years) vs VSMAX (25 years). SMLKX (1.36) is less costly to investors than VSMAX (0.05). SMLKX is a more actively managed with annual turnover of: 20.00 vs. VSMAX (13.00). SMLKX has a lower initial minimum investment than VSMAX: SMLKX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 10.71 vs. SMLKX (1.23). VSMAX return over 5 years is better than : 31.93 vs. SMLKX (-10.32).
| SMLKX | VSMAX | SMLKX / VSMAX | |
| Total Expense Ratio | 1.36 | 0.05 | 2,720% |
| Annual Report Gross Expense Ratio | 1.36 | 0.05 | 2,720% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 6.557 | 5.535 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54M | 162B | 0% |
| Annual Yield % from dividends | 0.38 | 1.27 | 29% |
| Returns for 1 year | 1.23 | 10.71 | 12% |
| Returns for 3 years | -0.35 | 33.11 | -1% |
| Returns for 5 years | -10.32 | 31.93 | -32% |
| Returns for 10 years | 34.01 | 186.87 | 18% |
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